SAP internal memo names top cloud competitors
Photo credit: iStockphoto Who does SAP view as it’s primary competitors in the cloud? Software vendors are not always willing to be clear on this topic, but an internal memo from the company’s cloud boss, Lars Dalgaard, tells the story: # 1 – HCM + Finance with Workday as no. 1 competitor, and Netsuite, Oracle/Taleo, [...]
SAP and Ariba: Initial Customer and Competitive Takeaways
Last night, Spend Matters published our initial detailed comparative analysis (for Spend Matters PRO subscribers) of the SAP/Ariba acquisition announcement from a customer vantage point in the areas of sourcing, spend analysis, supplie…
SAP and Ariba: How Much Has the Business Case for Acquisition Changed Over the Years?
The Spend Matters team is furiously writing and research stories on the SAP and Ariba transaction for publication tomorrow and later in the week (you can read our initial coverage here, here and here). In the process of looking at what…
Ariba: Probing on SAP’s New Procurement and Supplier Network “Angel”
When a company goes through the due diligence process looking to acquire another organization prior to the signing of a definitive agreement or announcement, it typically has a code name for the project. Historically, the suitor uses t…
SAP ruptures the procurement universe by scooping up Ariba
With its $4.3 billion cash offer, SAP answered every procurement technologist’s question, “Who is going to buy Ariba?” While this acquisition will rupture the procurement technology universe, HfS believes the real question that supply chain and finance professionals must ask is, “Now that SAP finally has a credible commerce network, can I eliminate and automate processes I’ve been busily outsourcing?”
SAP, Ariba, and SuccessFactors — By the Numbers
Please excuse our back-of-the-napkin math, but while we’re waiting on hold to join the SAP/Ariba analyst call, we thought we’d share some quick arithmetic on SAP’s recent cloud transactions.
SuccessFactors
2011: 1,578 employees, sal…
SAP to Acquire Ariba at a 20% premium ($45/Share)
Moments ago, SAP announced it would acquire Ariba. According to the news, “SAP AG and Ariba announced that SAP’s subsidiary, SAP America, Inc., has entered into an agreement to acquire Ariba for $45.00 per share, representing an enterp…
Ariba’s Quarter: Digging for Insight in the Numbers and Earnings Call (Part 3)
Please click here for Part 1 and Part 2 of this post.
A few years back, Ariba made the important strategic decision to shift away from buyers carrying the bulk of the burden of P2P fees (at least future costs) and putting these costs…
Amazon Supply Launches — New Competition for Industrial Distributors, Ariba, SciQuest and Others
Yesterday, Amazon announced it launched Amazon Supply (or AmazonSupply, depending on which branding is used), a new B2B marketplace clearinghouse for industrial and MRO parts and related SKUs. The announcement describes Amazon Supply a…
Ariba Breaks Up With "The Cloud," Romances "Enterprise Networks"
It seems that for every few “persons of interest” Kim Kardashian is seen with, Ariba comes up with a new corporate umbrella from which to dangle its overall company and product positioning. Fortunately, we all know the results that goo…
